ATRenew (ADR) (RERE)
Sources, inspects, trades and resells pre-owned consumer products through online and physical channels.
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Sources pre-owned phones and consumer electronics, then inspects, trades and resells them through several named marketplaces and channels. Online and physical intake, including trade-in partnerships, support its collection and fulfillment infrastructure.
Sources pre-owned phones and consumer electronics through AHS Recycle, then inspects, trades and resells products through PJT Marketplace, Paipai Marketplace and AHS Device. Online and physical intake, including trade-in partnerships, feed the platform's collection and fulfillment infrastructure.
Operations are concentrated in China, with AHS Device Hong Kong supporting overseas expansion. The company operates through Chinese subsidiaries beneath a Cayman Islands holding company, so ADS holders do not directly own the operating subsidiaries. The model depends on device sourcing and its processing and fulfillment network, while China rules affect dividends, offshore investment and currency conversion.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 19, 2026 | CICC | Initiate | Rating: — | |
| Jul 21, 2026 | UBS | Initiate | Rating: —Target: — | Target: $5.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $266.1M · Total debt $80.0M · Total assets $943.0M · Shareholders' equity $608.2M
- Revenue
- $985.5M
- Operating income
- $26.7M
- Net income
- $19.3M
Reported in CNY, converted at the latest exchange rate
HistoryDividendAnnual yield
| Institutions | 14.71% | 53.35M ADS | |
|---|---|---|---|
| 77 holders · as of Jun 30, 2026 | |||
| Insiders | 2.56% | 9.29M ADS | |
| 4 holders · as of Jun 23, 2026 | |||
| Other | 82.73% | 300.01M ADS | |
| remainder | |||
362.65M ADS as of Sep 16, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2023 annual report; nothing newer is on file here.
The share count has not been confirmed by a second filing; stakes use it as it stands.
Some positions are filed in underlying shares, not receipts; the ratio is unknown, so no percentage.
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Tiger Global Management LLCInstitution | 2.71% | 9.83M A ADS | as of Jun 30, 2026 |
Kerry Xuefeng ChenInsiderdirector, officer: Chief Executive Officer | 2.52% | 9.13M ADS | filed Mar 26, 2026 |
Price T Rowe Associates Inc /MD/Institution | 1.41% | 5.12M A ADS | as of Jun 30, 2026 |
Acadian Asset Management LLCInstitution | 1.31% | 4.76M A ADS | as of Jun 30, 2026 |
FIL LtdInstitution | 0.97% | 3.52M A ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 10, 2026 | Rui Zhu | director | −4,762 | $4.00 |
- Alibaba Group (ADR)
Xianyu overlaps in C2C second-hand goods and consumer-device resale
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|---|---|---|---|---|---|---|---|
| ATRenew (ADR) | $3.99 | +1.14% | $1.43B | — | 8.9 | — | +39.7% |
| Alibaba Group (ADR) | $116.70 | +0.82% | $277.46B | 26.3 | 17.7 | 1.8 | +14.7% |
| Median | 26.3 | 17.7 | 1.8 | +14.7% |